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Original filing (PDF)20251015063347NAL0001940019001
MWLA, INC.
Form 5500
FILING_RECEIVED
TURNING POINT SCHOOL 403(B) DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Active participants
70
Accounts w/ balance
192
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
How this plan invests
This plan
1 pooled trust
Schedule D
80 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MWLA, INC..
Plan sponsor
Name
MWLA, INC.
DBA
TURNING POINT SCHOOL
EIN
95-2668485
Address
8780 NATIONAL BOULEVARD · CULVER CITY, CA · 902322348
Phone
(310) 841-2505
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $13K | — |
Investments
69 direct securities · 1 pooled fund· $12.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$12.0M
67 holdings
Pooled Separate Account
$45K
1 holding
Mutual Funds
$24K
1 holding
Real Estate
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Traditional Non-Benefit Responsive | — | — | — | $2.0M | 17.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2040 R6 | — | — | — | $998K | 8.6% | |
| Nuveen Lifecycle Ix 2030 Fund | — | — | — | $877K | 7.5% | |
| Nuveen Lifecycle Ix 2045 Fund | — | — | — | $712K | 6.1% | |
| Nuveen Lifecycle Ix 2050 Fund | — | — | — | $652K | 5.6% | |
| CREF:* Stock Fund | — | — | — | $607K | 5.2% | |
| College Retirement Equities Fund variable annuities CREF Growth R1 | — | — | — | $494K | 4.2% | |
| Nuveen Lifecycle Ix 2035 Fund | — | — | — | $479K | 4.1% | |
| TIAA:* Traditional Annuities Traditional Benefit Responsive | — | — | — | $331K | 2.8% | |
| Vanguard: 500 Index Fund | — | — | — | $323K | 2.8% | |
| MFS International Diversification Fund | — | — | — | $312K | 2.7% | |
| Global Equities Fund | — | — | — | $257K | 2.2% | |
| Nuveen Lifecycle Ix 2055 Fund | — | — | — | $254K | 2.2% | |
| PGIM: Jennison Growth Fund | — | — | — | $252K | 2.2% | |
| Hartford Dividend Growth Fund | — | — | — | $245K | 2.1% | |
| Equity Index Fund | — | — | — | $218K | 1.9% | |
| College Retirement Equities Fund variable annuities TIAA Stable Value | — | — | — | $201K | 1.7% | |
| Social Choice Fund | — | — | — | $186K | 1.6% | |
| College Retirement Equities Fund variable annuities CREF Money Market R1 | — | — | — | $172K | 1.5% | |
| College Retirement Equities Fund variable annuities PGIM Total Return Bond Z | — | — | — | $158K | 1.4% | |
| Sycamore Established Value Fund | — | — | — | $153K | 1.3% | |
| College Retirement Equities Fund variable annuities Victory Sycamore Estab Val R6 | — | — | — | $153K | 1.3% | |
| Variable Annuities Access Nuv LifCyc 2010 | — | — | — | $107K | 0.9% | |
| Small Cap Index Fund | — | — | — | $103K | 0.9% | |
| Mid Cap Index Fund | — | — | — | $102K | 0.9% | |
| Inflation Protected Securities Fund 246 Victory: Sophus Emerging Markets Fund | — | — | — | $100K | 0.9% | |
| Access Nuv International Equity Fund | — | — | — | $90K | 0.8% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | — | — | — | $84K | 0.7% | |
| through year 2029 | — | — | — | $84K | 0.7% | |
| Core Bond Fund | — | — | — | $80K | 0.7% | |
| Access Nuv LifCyc 2045 | — | — | — | $79K | 0.7% | |
| Sycamore Small Company Opportunity Fund | — | — | — | $76K | 0.7% | |
| College Retirement Equities Fund variable annuities Victory Sycamore Sm-Co Opp R6 | — | — | — | $76K | 0.7% | |
| College Retirement Equities Fund variable annuities PIMCO Intl Bd USDolHed Inst | — | — | — | $68K | 0.6% | |
| PIMCO: International Bond US Dollar-Hedged Fund | — | — | — | $68K | 0.6% | |
| College Retirement Equities Fund variable annuities BlackRock Mid Cap Growth Eq K | — | — | — | $67K | 0.6% | |
| Nuveen Lifecycle Ix 2020 Fund | — | — | — | $67K | 0.6% | |
| Access Nuv LifCyc 2035 756 Access Nuv LifCyc 2040 | — | — | — | $66K | 0.6% | |
| College Retirement Equities Fund variable annuities PIMCO Income Fd Institutional | — | — | — | $56K | 0.5% | |
| Nuveen Lifecycle Ix 2060 Fund | — | — | — | $52K | 0.4% | |
| Access Nuv Equity Index Fund | — | — | — | $47K | 0.4% | |
| FTSE World Index Fund | — | — | — | $46K | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $45K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Real Estate | — | — | — | $45K | 0.4% | |
| Inflation-Linked Bond Fund | — | — | — | $39K | 0.3% | |
| Nuveen Lifecycle Ix 2025 Fund | — | — | — | $39K | 0.3% | |
| Janus Henderson Triton Fund | — | — | — | $39K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | — | $38K | 0.3% | |
| Access Nuv LifCyc 2030 | — | — | — | $33K | 0.3% | |
| College Retirement Equities Fund variable annuities Vanguard Emr Mkts Stk Idx Adm | — | — | — | $25K | 0.2% | |
| Intermediate-Term Bond Index Fund 249 Emerging Markets Stock Index Fund | — | — | — | $25K | 0.2% | |
| Access Nuv Mid Cap Value Fund | — | — | — | $24K | 0.2% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2010 R6 | Mutual Funds | — | — | $24K | 0.2% | |
| Access Nuv Real Estate Securities Fund | — | — | — | $23K | 0.2% | |
| Access Nuv Large Cap Value Fund | — | — | — | $23K | 0.2% | |
| Access Nuv LifCyc 2050 | — | — | — | $20K | 0.2% | |
| Access Nuv LifCyc 2060 | — | — | — | $18K | 0.2% | |
| Access Nuv Mid Cap Growth Fund | — | — | — | $14K | 0.1% | |
| Access Nuv Core Bond Plus Fund | — | — | — | $12K | 0.1% | |
| Access Nuv LifCyc 2055 | — | — | — | $11K | <0.1% | |
| Traditional Benefit Responsive 2 | — | — | — | $11K | <0.1% | |
| Access Nuv Large Cap Growth Fund | — | — | — | $11K | <0.1% | |
| Access Nuv Large Cap Res Eq Fund | — | — | — | $10K | <0.1% | |
| Nuveen Lifecycle Ix 2065 Fund | — | — | — | $8K | <0.1% | |
| Access Nuv LifCyc 2025 | — | — | — | $7K | <0.1% | |
| American Funds: New Perspective Fund | — | — | — | $7K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Qt Sm Cp Eq T4 | — | — | — | $6K | <0.1% | |
| Access Nuv Growth and Income Fund | — | — | — | $6K | <0.1% | |
| Index Fund | Real Estate | — | — | $4K | <0.1% | |
| Traditional Non-Benefit Responsive 2 | — | — | — | $1K | <0.1% |
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